CRM Events Coming to Your Area
Known for her love of data, Courtney brings her marketing skills and years of experience to a technical world of databases, processes and numbers. She is a CRM thought leader; writing white papers, leading roundtables and giving presentations at local and national conferences.

Courtney provides CRM presentations and workshops nationwide for the A/E/C industry. She speaks at national, regional and local events for the Society of Marketing Professionals (SMPS) as well as private presentations tailored specifically for firms that request her expertise.
Download the Speaker Packet
Request Courtney to Speak
Learn More About Courtney
Most Popular Topics
  1. What to Know about CRM
    Dive into the world of CRM from evaluation, implementation, to long-term management. A successful CRM incorporates all departments through effective communication and an outlined process. As is true with all technology, it should work for us not put us to work for it. Learn how a proper CRM system can be the solution for interdepartmental collaboration and increased efficiency.
  2. Proposal Automation
    The data-gathering process can make or break your sanity, creativity and proposal success unless you have a tool or method of organizing your firm’s critical data. Regardless of your current software stack, this session will help you understand how automation works, the process needed and the best practices involved. If you’re struggling to get your CRM working to make better submittals, this session is for you.
  3. Cosential Optimization
    Dive into Cosential and discover tips, best practices and uses of the system to optimize operations. In this three-hour training, participants will review the core functionality of Cosential to best use the system.​ Build a customized dashboard that impacts your firm, learn how to maximize the use of workflows, as well as, how to maintain and protect your data integrity.
  4. Building a Virtual Environment
    Having a virtual team is no longer a thing for other industries. It is becoming more popular amongst our AEC community. Not only are business owners looking for more efficient ways to operate but focus has also shifted to retaining top talent. Our people is what differentiates us from our competitors!
Past Experience
  • January 2019 SMPS Southern Regional Conference – Automation - The Marketing Game Changer
  • January 2019 ELEVATE Cosential Optimization Workshop
  • September 2018 CRM & Cosential Optimization Workshop in Chicago
  • August 2018 SMPS Houston – What to know about CRM?
  • August 2018 SMPS Build Business – Mind Exchange: CRM Roundtable
  • July 2018 CRM & Cosential Optimization Workshop in Minneapolis
  • July 2018 SMPS Learning Lab Webinar – Proposal Automation - What it Means & How to Get Started
  • June 2018 SMPS Fort Worth – Develop a Client Retention Plan: How to Keep Clients Coming Back for More
  • April 2018 SMPS Southwestern Regional Conference – What’s All the Buzz About CRM?
  • January 2018 ELEVATE Cosential Optimization Workshop
  • July 2017 SMPS Build Business – Mind Exchange: CRM Roundtable
  • July 2017 SMPS Build Business – Streamlining Proposals & BD Processes with Cosential
  • October 2016 Cosential WOW Conference – A Day in the Life of a Cosential Marketer
  • October 2016 Cosential WOW Conference – Beyond Implementation: Training, Communication, Data Integrity
  • October 2016 Cosential WOW Conference – Roundtable Leader: Implementation 2.0
  • July 2016 SMPS Fort Worth – Summer Bootcamp: Illustrator